Occidental Asset Management, LLC

Occidental Asset Management, LLC is a wealth management firm in Winter Springs, FL, located at 220 E Central Pkwy ste 3045. The firm serves clients nationwide, including individuals in California, Colorado, Florida, Washington, and Hawaii, providing personalized financial planning and investment management. It holds a 5.00 rating based on customer reviews.

Founded in 2001, Occidental Asset Management is a fee-only registered investment advisor (RIA). The firm helps people feel safe and confident about managing their money and how their financial life supports the life they want to live. Their approach is built on a fee-only, fiduciary model where they are paid only by the client. They do not take money from outside institutions or earn commissions on the actions they take. This structure minimizes conflicts of interest and keeps the focus solely on the client’s best interests. The firm emphasizes a two-sided client relationship based on mutual trust. They only give advice they have worked through themselves. The team utilizes behavioral finance and financial psychology to understand why clients make financial decisions and how they feel about money. This understanding helps build plans that fit each client’s life.

The firm works with pre-retirees, retirees, families, entrepreneurs, equity holders, and international clients. For pre-retirees and retirees, the firm helps use built wealth to support the next chapter. For families, the firm helps use care and builds to support future generations. For entrepreneurs and equity holders, the firm provides guidance to turn success into lasting wealth. For international clients, the firm offers specialized guidance for the complexity that comes with wealth spanning borders. The process begins with a conversation to get to know the client. The firm learns about the client’s financial picture, situation, goals, and concerns. They then share their approach and build a plan centered on the client’s values, dreams, and goals. The plan provides flexibility for life changes and puts the client in the driver’s seat.

The firm is known for its positive rating from the customers who have reviewed it. It has served clients since 2001.

Occidental Asset Management, LLC brings personalized financial planning to Winter Springs, FL, helping clients build strategies that reflect their unique values and goals.

BizScoreAI gives Occidental Asset Management a Technical score of 88 out of 100, which means the website is secure and easy for search engines to read without errors. The firm earns a Content Quality score of 75 out of 100, ensuring its pages clearly answer customer questions in a way AI assistants can use. BizScoreAI also notes that the business ranks number 1 of 3 Wealth Management businesses scored in Winter Springs.